10'000 Hours
- NVDA continues to regard SMCI as a key partner during the ongoing data center capex boom, with it signaling further excellence in its future sales.
- SMCI’s ability to onboard a new auditor implies a potential reversal, as similarly observed in the stock’s near doubling from the mid November 2024 bottom.
- These developments suggest that SMCI’s FQ1’25 Business Update numbers may be reliable to a large extent, lending strength to its high growth investment thesis.
- This is significantly aided by the cheap FWD PEG non-GAAP ratio and the excellent capital appreciation prospects over the next few years.
- Even so, SMCI’s ability to complete its 10Q and 10K filings on time is crucial to avoiding delisting and restoring investor trust, with the next three months being highly critical.
SMCI May Be On The Path Towards Redemption – If All Things Fall In Place. We previously covered Super Micro Computer, Inc. (NASDAQ:SMCI) in early November 2024, discussing the numerous events that had contributed to the stock’s meteoric rise. I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.
READ FULL ARTICLE HERE!
